Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GREATMARK INVESTMENT PARTNERS, INC. | 42 | 42 | 0.60% | 1.05% | 1.38% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 37 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 30 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 38 | 2 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Capital Investment Advisors, LLC | 38 | 1 | 0.00% | 0.09% | 0.22% | Q4 2013 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
STEEL GROVE CAPITAL ADVISORS, LLC | 30 | 2 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 38 |
Cetera Advisor Networks LLC | 22 | 7 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 38 |
FIRST FOUNDATION ADVISORS | 38 | 38 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2022 | 38 |
SIT INVESTMENT ASSOCIATES INC | 15 | 2 | 0.00% | 0.35% | 1.27% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
WEDBUSH SECURITIES INC | 35 | 1 | 0.02% | 0.11% | 0.22% | Q3 2013 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2021 | 35 |
SHUFRO ROSE & CO LLC | 31 | 1 | 0.01% | 0.02% | 0.03% | Q3 2012 | Q3 2023 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2022 | 33 |
Focused Wealth Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 33 |
RAYMOND JAMES TRUST N.A. | 20 | 13 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 33 |
Advisory Services Network, LLC | 27 | 4 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 31 |
Private Advisor Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Anchor Investment Management, LLC | 31 | 31 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.05% | 0.15% | 0.28% | Q1 2016 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 30 |
CITY HOLDING CO | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
WealthTrust Axiom LLC | 30 | 30 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2020 | 30 |
Edmonds Duncan Registered Investment Advisors, LLC | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
United Asset Strategies, Inc. | 14 | 3 | 0.02% | 0.21% | 0.58% | Q2 2013 | Q1 2021 | 30 |
Mariner, LLC | 23 | 6 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 29 |
Lido Advisors, LLC | 27 | 2 | 0.00% | 0.04% | 0.18% | Q1 2016 | Q2 2023 | 29 |
HighTower Advisors, LLC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.01% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 29 |
OPPENHEIMER & CO INC | 24 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 29 |
Sigma Planning Corp | 28 | 1 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q2 2022 | 29 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
SIGNET FINANCIAL MANAGEMENT, LLC | 27 | 1 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q4 2021 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.01% | 0.15% | 0.62% | Q4 2016 | Q3 2023 | 28 |
TRUIST FINANCIAL CORP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2021 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.05% | 0.27% | 0.67% | Q4 2016 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 28 |
CWM, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
BURNEY CO/ | 24 | 3 | 0.02% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.04% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 27 |
Sheaff Brock Investment Advisors, LLC | 17 | 10 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q1 2023 | 27 |
Steward Partners Investment Advisory, LLC | 19 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Prospera Financial Services Inc | 17 | 1 | 0.00% | 0.11% | 0.36% | Q3 2015 | Q3 2023 | 27 |
Snowden Capital Advisors LLC | 10 | 8 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 26 |
Shaker Financial Services, LLC | 18 | 1 | 0.08% | 0.56% | 1.28% | Q2 2013 | Q3 2023 | 26 |
Parallel Advisors, LLC | 19 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Gradient Investments LLC | 21 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 26 |
BARCLAYS PLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 23 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
OneDigital Investment Advisors LLC | 18 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 23 |
Cetera Advisors LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 23 |
B. Riley Wealth Advisors, Inc. | 21 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 10 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 22 |
Financial Advocates Investment Management | 20 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 22 |
Baird Financial Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 22 |
Coastline Trust Co | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Azimuth Capital Management LLC | 22 | 22 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2018 | 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 22 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.01% | 0.11% | Q4 2015 | Q4 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
WHITTIER TRUST CO | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 21 |
Hudock, Inc. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
M&T BANK CORP | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 20 |
AE Wealth Management LLC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 17 | 3 | 0.02% | 0.87% | 1.66% | Q2 2016 | Q3 2023 | 20 |
Horizon Kinetics | 11 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2018 | 20 |
Chicago Partners Investment Group LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Ausdal Financial Partners, Inc. | 12 | 8 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q3 2022 | 20 |
Bruderman Asset Management, LLC | 20 | 20 | 0.16% | 0.21% | 0.26% | Q1 2015 | Q4 2019 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.04% | 0.10% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Sage Capital Advisors,llc | 19 | 19 | 0.11% | 0.14% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Good Life Advisors, LLC | 16 | 3 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 12 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 19 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 0.18% | 0.32% | 0.58% | Q4 2018 | Q3 2023 | 19 |
Westbourne Investment Advisors, Inc. | 11 | 8 | 0.18% | 0.22% | 0.24% | Q2 2015 | Q1 2020 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2019 | 19 |
IBEX WEALTH ADVISORS | 17 | 1 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q4 2022 | 19 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2022 | 18 |
Holloway Wealth Management, LLC | 18 | 18 | 0.03% | 0.05% | 0.10% | Q4 2016 | Q1 2021 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2019 | 18 |
FIRST MANHATTAN CO. LLC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q3 2017 | 18 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.06% | 0.40% | 0.87% | Q2 2013 | Q3 2022 | 18 |
Jupiter Wealth Management LLC | 18 | 18 | 0.21% | 0.91% | 1.45% | Q1 2019 | Q2 2023 | 18 |
RFG Advisory, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 18 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.04% | 0.22% | 0.38% | Q2 2013 | Q3 2017 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 17 |
Westwind Capital | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ClearBridge Investments | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 17 |
NewEdge Advisors, LLC | 11 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 17 |
First City Capital Management, Inc. | 9 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2020 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Financial Architects, Inc | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 17 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.01% | 0.14% | 0.31% | Q4 2013 | Q3 2023 | 17 |
Penserra Capital Management LLC | 9 | 7 | 0.00% | 0.11% | 0.25% | Q4 2015 | Q3 2023 | 16 |
SECURITY NATIONAL TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 16 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 10 | 1 | 0.00% | 0.12% | 0.28% | Q2 2014 | Q2 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
COMMERCE BANK | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2022 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 16 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q1 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 16 |
COHEN & STEERS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 15 |
Bramshill Investments, LLC | 15 | 15 | 0.01% | 1.68% | 3.20% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2019 | 15 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 12 | 3 | 0.05% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Family Management Corp | 15 | 15 | 0.03% | 0.25% | 0.46% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 15 | 0.43% | 0.48% | 0.59% | Q2 2016 | Q4 2019 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.02% | 0.09% | 0.20% | Q2 2018 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2018 | 15 |
GILL CAPITAL PARTNERS, LLC | 13 | 1 | 0.05% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.12% | 0.17% | 0.32% | Q1 2020 | Q3 2023 | 15 |
FNY Investment Advisers, LLC | 4 | 2 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 13 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 14 |
Penbrook Management LLC | 7 | 7 | 0.08% | 0.13% | 0.16% | Q1 2015 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.04% | 0.08% | 0.16% | Q1 2018 | Q2 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Ahrens Investment Partners LLC | 9 | 2 | 0.03% | 0.29% | 1.08% | Q1 2019 | Q1 2023 | 14 |
VISTA INVESTMENT MANAGEMENT | 14 | 14 | 0.17% | 0.27% | 0.38% | Q4 2018 | Q1 2022 | 14 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 14 |
Oxbow Advisors, LLC | 7 | 7 | 0.19% | 0.47% | 1.58% | Q2 2016 | Q4 2019 | 14 |
EPG Wealth Management LLC | 10 | 4 | 0.02% | 0.17% | 0.28% | Q4 2019 | Q2 2023 | 14 |
Winfield Associates, Inc. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q1 2021 | 14 |
Connecticut Wealth Management, LLC | 14 | 14 | 0.02% | 0.07% | 0.12% | Q3 2016 | Q4 2019 | 14 |
Tradewinds Capital Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 13 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.07% | 1.09% | 3.00% | Q2 2013 | Q3 2023 | 13 |
Eudaimonia Partners, LLC | 7 | 6 | 0.01% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 13 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2022 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q2 2016 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Global Endowment Management, LP | 13 | 13 | 0.22% | 0.30% | 0.48% | Q2 2013 | Q2 2016 | 13 |
Ken Stern & Associates, Inc. | 13 | 13 | 0.06% | 0.43% | 1.66% | Q4 2014 | Q4 2017 | 13 |
Laurel Wealth Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
CHEMICAL BANK | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2019 | 13 |
Advisor OS, LLC | 12 | 12 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Accel Wealth Management | 12 | 12 | 0.17% | 0.34% | 0.54% | Q4 2020 | Q3 2023 | 12 |
IFC Holdings Incorporated/FL | 12 | 12 | 0.03% | 0.15% | 0.21% | Q1 2015 | Q4 2017 | 12 |
Polar Asset Management Partners Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Cutter & CO Brokerage, Inc. | 7 | 5 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q3 2017 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2021 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MCF Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q1 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2020 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.10% | 1.03% | 3.86% | Q4 2019 | Q3 2022 | 12 |
SMITH, MOORE & CO. | 11 | 11 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2019 | 11 |
Jefferies Group LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
SignalPoint Asset Management, LLC | 11 | 11 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q2 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.04% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
TRUST CO OF VERMONT | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Castle Rock Wealth Management, LLC | 10 | 1 | 0.03% | 0.17% | 0.30% | Q2 2018 | Q3 2022 | 11 |
Beacon Capital Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.14% | 0.18% | 0.24% | Q4 2015 | Q2 2018 | 11 |
Berger Financial Group, Inc | 7 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Mathes Company, Inc. | 9 | 2 | 0.07% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
AQR Arbitrage LLC | 7 | 1 | 0.00% | 0.06% | 0.29% | Q1 2015 | Q3 2023 | 11 |
Blume Capital Management, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Penn Mutual Asset Management, LLC | 11 | 11 | 2.20% | 3.57% | 5.20% | Q1 2020 | Q3 2022 | 11 |
Sowell Financial Services LLC | 7 | 3 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q2 2023 | 10 |
Edge Wealth Management LLC | 10 | 10 | 0.01% | 0.06% | 0.11% | Q3 2016 | Q4 2018 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.05% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Pflug Koory, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 10 | 10 | 0.08% | 0.11% | 0.13% | Q3 2018 | Q4 2020 | 10 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2021 | 10 |
Regal Wealth Group, Inc. | 10 | 10 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q1 2018 | 10 |
RDA Financial Network | 10 | 10 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2022 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 10 |
Western Wealth Management, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 10 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 10 | 10 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
1ST SOURCE BANK | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2019 | 10 |
Quinn Opportunity Partners LLC | 6 | 4 | 0.01% | 0.08% | 0.25% | Q4 2016 | Q2 2019 | 10 |
Virtue Capital Management, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 9 |
MUFG Americas Holdings Corp | 6 | 3 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q3 2020 | 9 |
ACG Wealth | 8 | 1 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q2 2022 | 9 |
Van Cleef Asset Management,Inc | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 9 |
ROPES WEALTH ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Merrion Investment Management Co, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
All Season Financial Advisors, Inc. | 6 | 3 | 0.23% | 0.42% | 0.54% | Q2 2021 | Q3 2023 | 9 |
WFG Advisors, LP | 9 | 9 | 0.01% | 0.05% | 0.07% | Q2 2015 | Q2 2017 | 9 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.07% | 0.26% | Q4 2018 | Q3 2023 | 9 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 1 | 0.01% | 0.31% | 0.63% | Q4 2016 | Q1 2020 | 9 |
Capstone Financial Advisors, Inc. | 6 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2021 | 9 |
CEDAR HILL ASSOCIATES, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Joseph P. Lucia & Associates, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 9 |
SEI INVESTMENTS CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Saba Capital Management, L.P. | 4 | 1 | 0.01% | 0.09% | 0.22% | Q4 2013 | Q3 2023 | 9 |
180 WEALTH ADVISORS, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
RIDGECREST WEALTH PARTNERS, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 8 |
SUNTRUST BANKS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 8 |
CONNING INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CSS LLC/IL | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 8 |
David J Yvars Group | 8 | 8 | 0.10% | 0.17% | 0.22% | Q4 2020 | Q3 2022 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
PRIVATE TRUST CO NA | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.09% | 0.58% | 0.98% | Q2 2016 | Q4 2022 | 8 |
MARINO, STRAM & ASSOCIATES LLC | 8 | 8 | 0.14% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Krilogy Financial LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.17% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
INTREPID FAMILY OFFICE LLC | 8 | 8 | 0.77% | 1.17% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Moloney Securities Asset Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Constitution Capital LLC | 8 | 8 | 0.09% | 0.13% | 0.21% | Q4 2020 | Q3 2022 | 8 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Johnson Midwest Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Altus Wealth Group LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 0.06% | 0.12% | 0.16% | Q4 2019 | Q4 2021 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AQR Capital Management | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q4 2014 | 8 |
Jacobi Capital Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 8 |
Mutual Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 8 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Vident Investment Advisory, LLC | 4 | 3 | 0.20% | 0.48% | 0.99% | Q1 2017 | Q3 2019 | 7 |
TCF National Bank | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Newman & Schimel, LLC | 7 | 7 | 0.04% | 0.10% | 0.13% | Q1 2021 | Q3 2022 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.07% | 0.16% | 0.24% | Q4 2017 | Q2 2019 | 7 |
Silver Lake Advisory, LLC | 7 | 7 | 0.27% | 0.29% | 0.31% | Q4 2013 | Q2 2015 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
USCA RIA LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Walleye Trading LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 7 |
North Star Investment Management Corp. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 7 |
First Horizon Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FCA CORP /TX | 7 | 7 | 0.08% | 0.24% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Cerity Partners LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q1 2022 | 7 |
HL FINANCIAL SERVICES LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 7 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 7 |
FIDUCIARY TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Astoria Portfolio Advisors LLC. | 7 | 7 | 0.03% | 0.11% | 0.24% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.18% | 0.27% | 0.43% | Q2 2013 | Q4 2014 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kolinsky Wealth Management, LLC | 4 | 3 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2023 | 7 |
Investors Capital Advisory Services | 3 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2016 | 6 |
SEIZERT CAPITAL PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Apriem Advisors | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2015 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.03% | 0.15% | Q1 2018 | Q2 2019 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
RMB Capital Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q2 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Somerset Trust Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
RE Dickinson Investment Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Titus Wealth Management | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q3 2019 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.04% | 0.20% | 0.34% | Q1 2015 | Q2 2016 | 6 |
WESBANCO BANK INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
PARK NATIONAL CORP /OH/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 1.02% | 1.21% | 1.38% | Q4 2021 | Q1 2023 | 6 |
Future Financial Wealth Managment LLC | 5 | 5 | 0.07% | 0.12% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
HYA Advisors, Inc | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Fusion Family Wealth LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2018 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
TFS CAPITAL LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 5 |
Ironwood Investment Counsel, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
OTA Financial Group L.P. | 2 | 1 | 0.21% | 0.48% | 0.66% | Q4 2013 | Q3 2018 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 2 | 0.00% | 1.19% | 2.98% | Q1 2020 | Q3 2023 | 5 |
1919 Investment Counsel, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 5 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q4 2022 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Drexel Morgan & Co. | 5 | 5 | 0.11% | 0.11% | 0.12% | Q4 2015 | Q4 2016 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.11% | 0.27% | 0.38% | Q2 2016 | Q2 2017 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.16% | 0.18% | 0.22% | Q4 2021 | Q4 2022 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Logan Stone Capital, LLC | 4 | 1 | 0.19% | 0.92% | 1.77% | Q1 2022 | Q3 2023 | 5 |
BOYS ARNOLD & CO INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 5 |
Fiera Capital Corp | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Hurley Capital, LLC | 4 | 4 | 0.64% | 0.73% | 0.81% | Q4 2014 | Q3 2015 | 4 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Ironsides Asset Advisors, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2018 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q3 2019 | 4 |
V Wealth Advisors LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q3 2018 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
MONROE BANK & TRUST/MI | 4 | 4 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Stolper Co | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 4 |
Sunnymeath Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 1.08% | 1.29% | 1.58% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 4 |
Yellowstone Partners, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2016 | Q4 2017 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2012 | Q3 2013 | 4 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.34% | 0.37% | 0.40% | Q3 2020 | Q2 2021 | 4 |
Wela Strategies, Inc. | 3 | 1 | 0.45% | 0.50% | 0.54% | Q3 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.30% | 0.40% | 0.49% | Q4 2013 | Q3 2014 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.02% | 0.30% | 0.85% | Q1 2017 | Q3 2018 | 4 |
Addison Advisors LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
First National Bank of South Miami | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Vantage Investment Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.32% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Financial Partners, LLC | 4 | 4 | 0.62% | 1.47% | 2.00% | Q4 2015 | Q3 2016 | 4 |
Pine River Capital Management L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q4 2022 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 3 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
WEBSTER BANK, N. A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 3 |
ROBINSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.21% | 0.50% | 1.00% | Q4 2013 | Q3 2018 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q4 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2016 | Q3 2019 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Woodline Partners LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2018 | Q3 2018 | 3 |
Samalin Investment Counsel, LLC | 3 | 3 | 0.08% | 0.15% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.55% | 0.95% | 1.21% | Q2 2013 | Q4 2013 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2019 | Q4 2019 | 3 |
TCG Advisors, LP | 3 | 3 | 0.10% | 0.13% | 0.14% | Q4 2018 | Q2 2019 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.13% | 0.26% | 0.50% | Q4 2021 | Q3 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Sea Otter Advisors LLC | 3 | 3 | 0.31% | 0.56% | 0.83% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Altavista Wealth Management, Inc. | 3 | 3 | 0.22% | 0.31% | 0.44% | Q2 2013 | Q4 2013 | 3 |
WealthPLAN Partners, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2017 | Q3 2018 | 3 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 2 |
Innovative Portfolios | 2 | 2 | 0.32% | 0.33% | 0.35% | Q1 2021 | Q2 2021 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Stonegate Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Alterity Financial Group, LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q2 2022 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.05% | 0.09% | 0.14% | Q3 2022 | Q4 2022 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2016 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2018 | Q4 2018 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
Walker Asset Management, LLC | 2 | 2 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q1 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
HOWARD WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 1 | 1 | 4.15% | 4.15% | 4.15% | Q4 2015 | Q4 2015 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
AT Bancorp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Elgethun Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PFG Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2016 | Q2 2016 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
XML Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Algebris (UK) Ltd | 1 | 1 | 3.95% | 3.95% | 3.95% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Glassman Wealth Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
COWA, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORRIS PERNE & FRENCH LLP/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Elequin Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BURKE & HERBERT BANK & TRUST CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NUVEEN PFD & INCM SECURTIES or have owned NUVEEN PFD & INCM SECURTIES in the past.